Free Compute Is the New CAC: Why Cloud Giants Court Startups
What Changed and Why It Matters AI startups don’t need ads. They need GPUs. That single fact is reshaping how the biggest players win new customers. Cloud providers and Nvidia…
Why serverless AI infrastructure just drew $355M in fresh capital
What Changed and Why It Matters A major serverless AI infrastructure player just secured $355M. The funding signal is clear: inference-first platforms are becoming the real cloud battleground. Why now?…
OpenAI Ends Azure Exclusivity: Multi‑Cloud Flexibility, New Risks
What Changed and Why It Matters OpenAI and Microsoft rewrote their deal. Key exclusivity terms ended. OpenAI can now distribute on AWS and Google Cloud, not just Azure. This shift…